Episode Details

Luxury companies continue to face cooling demand for their high-end goods in China. And mega-cap tech companies have had a lacklustre start to the earnings season. While equity markets are moving big on earnings reports, bond markets are taking a back seat. Dario Messi, Head of Fixed Income Research, talks about his expectations for bond markets going forward. And we have Mathieu Racheter, Head of Equity Strategy, who talks about a positive earnings season so far and where he sees strengths and weaknesses.

00:00 Introduction by Lucija Caculovic (Investment Writing)

00:34 Markets wrap-up by Jan Bopp (Investment Writing)

06:19 Fixed income update by Dario Messi (Head of Fixed Income Research)

09:46 Q2 earnings season update by Mathieu Racheter (Head of Equity Strategy)

12:27 Closing remarks by Lucija Caculovic (Investment Writing)

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